Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,245 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.17 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
43,854
shares
|
$10.5 Million
8.33% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
43,843
shares
|
$10.5 Million
2.9% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
43,841
shares
|
$10.5 Million
3.45% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
43,833
shares
|
$10.5 Million
7.73% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
43,829
shares
|
$10.5 Million
1.87% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
43,751
shares
|
$10.5 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
43,688
shares
|
$10.5 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
43,648
shares
|
$10.5 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
43,644
shares
|
$10.5 Million
7.09% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
43,597
shares
|
$10.5 Million
4.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
43,503
shares
|
$10.5 Million
4.92% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
43,476
shares
|
$10.4 Million
5.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
43,459
shares
|
$10.4 Million
8.31% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
43,441
shares
|
$10.4 Million
1.35% of portfolio
|
Q4 2024
Reduced 97.5%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
43,404
shares
|
$10.4 Million
4.9% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
43,358
shares
|
$10.4 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
43,335
shares
|
$10.4 Million
6.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
43,329
shares
|
$10.4 Million
6.22% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
43,307
shares
|
$10.4 Million
3.27% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
43,244
shares
|
$10.4 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
43,207
shares
|
$10.4 Million
5.64% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
43,202
shares
|
$10.4 Million
6.36% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
43,196
shares
|
$10.4 Million
3.65% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
43,185
shares
|
$10.4 Million
3.91% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
43,183
shares
|
$10.4 Million
1.64% of portfolio
|
Q4 2024
Added 0.59%
|